Kirtland & Packard, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kirtland & Packard, LLP
  • Sponsor EIN: 952372416
  • Sponsor Address: 1638 SOUTH PACIFIC COAST HIGHWAY, REDONDO BEACH, CA, 90277
  • Plan Type: DC
  • Total Participants: 9
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$2.1M$0$87,089
202311$1.7M$0$47,441
202211$1.4M$0$47,871

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